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Dougherty Wealth Advisers’s iShares Russell 2000 Value ETF IWN Stock Holding History

Dougherty Wealth Advisers’s Portfolio IWN Stock Details IWN Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-145
Closed -$20K – 137
2022
Q2 		$20K Buy
+145
New +$20K 0.04% 109